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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Normann is a financial advisor with Captrust, a company specializing in investment management and financial planning for individuals, families, and businesses. William has been in the financial industry since 1985 and has extensive experience in helping clients achieve their financial goals. William's current registrations include North Carolina and Texas. He is also registered as an investment advisor representative in North Carolina and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
11/06/2023 - Present
Captrust (Sanford NC)
NC
10/18/2017 - 10/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Sanford NC)
NC
10/16/2015 - 10/25/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANFORD NC)
NC
06/15/2002 - 10/16/2015
WELLS FARGO ADVISORS, LLC (SANFORD NC)
NC
05/15/1986 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
07/24/1985 - 05/21/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 01/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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